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Powell Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Powell Investment Advisors’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,200
Closed -$295K – 168
2025
Q2 		$295K Buy
+4,200
New +$232K 0.11% 108
2021
Q4 		– Sell
-4,640
Closed -$513K – 134
2021
Q3 		$513K Buy
4,640
+1,930
+71% +$232K 0.32% 47
2021
Q2 		$354K Buy
2,710
+2,500
+1,190% +$291K 0.22% 63
2021
Q1 		$25K Buy
+210
New +$28.4K 0.02% 121

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Powell Investment Advisors's ARKK Position: Q3 2025 in Review

Powell Investment Advisors sold out of ARK Innovation ETF (ARKK) in Q3 2025, closing a stake of 4,200 shares — an estimated $295K sold.

Powell Investment Advisors first reported a position in ARKK in Q1 2021 and held it in 4 quarters. The position peaked at $513K in Q3 2021. 621 funds tracked by Wall St. Rank hold ARKK as of Q3 2025.

  • Powell Investment Advisors reported no remaining ARK Innovation ETF position as of Q3 2025 after selling out during the quarter.
  • Powell Investment Advisors sold 4,200 ARK Innovation ETF shares in Q3 2025, an estimated $295K.
  • Powell Investment Advisors first reported a position in ARK Innovation ETF in Q1 2021 and held it in 4 quarters.
  • Powell Investment Advisors's ARK Innovation ETF position peaked at $513K in Q3 2021.
  • 621 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2025.

Based on Powell Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.